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Estee Lauder
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Overview Fund Activity

1,119 hedge funds and large institutions have $39.5B invested in Estee Lauder in 2023 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 444 increasing their positions, 424 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
-105
Holders Change %
-8.58%
% of All Funds
17.65%
Holding in Top 10
13
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-55.17%
% of All Funds
0.21%
New
99
Increased
444
Reduced
424
Closed
193
Calls
$586M
Puts
$492M
Net Calls
+$94.2M
Net Calls Change
-$67.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$482M
2
Edgewood Management
Edgewood Management
Connecticut
+$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$228M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$208M
5
HL
Harding Loevner
New Jersey
+$156M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$1.7B
2
DZ Bank
DZ Bank
Germany
-$617M
3
Jennison Associates
Jennison Associates
New York
-$266M
4
Amundi
Amundi
France
-$247M
5
American Century Companies
American Century Companies
Missouri
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
876
Ballentine Partners
Massachusetts
$243K -$26.5K -135 -10%
DCM
877
Dudley Capital Management
Virginia
$239K -$323K -1,644 -57%
BFEC
878
Benjamin F. Edwards & Company
Missouri
$239K -$5.49K -28 -2%
OIA
879
OneDigital Investment Advisors
Kansas
$239K +$51.1K +260 +27%
HI
880
Harrington Investments
California
$238K +$45K +229 +23%
DI
881
Disciplined Investments
Oklahoma
$238K -$589 -3 -0.2%
HFM
882
Hartford Funds Management
Pennsylvania
$237K +$237K +1,208 New
GWS
883
Glassman Wealth Services
Virginia
$236K -$24.9K -127 -10%
GB
884
Goepper Burkhardt
South Carolina
$236K – – –
Los Angeles Capital Management
885
Los Angeles Capital Management
California
$235K -$10.6M -53,959 -98%
QP
886
Quilter Plc
United Kingdom
$235K +$235K +237 New
SFA
887
Sequoia Financial Advisors
Ohio
$234K -$111K -563 -32%
OFG
888
Oxford Financial Group
Indiana
$234K +$234K +1,190 New
CFFP
889
Center for Financial Planning
Michigan
$227K – – –
SMA
890
Sage Mountain Advisors
Georgia
$227K +$22.2K +113 +11%
CAS
891
Coppell Advisory Solutions
Texas
$227K +$11.4K +59 +5%
VC
892
Veery Capital
Delaware
$227K – – –
GIA
893
Gladstone Institutional Advisory
Florida
$226K -$12.2K -62 -5%
FMLI
894
Fukoku Mutual Life Insurance
Japan
$226K – – –
MCWS
895
McKinley Carter Wealth Services
West Virginia
$224K -$3.57M -18,149 -94%
PP
896
Patron Partners
Texas
$223K +$28.5K +145 +15%
T
897
TOBAM
France
$223K +$41.5K +211 +23%
EP
898
Edgestream Partners
New Jersey
$222K +$222K +1,128 New
RPC
899
Rossmore Private Capital
Connecticut
$221K +$7.86K +40 +4%
GAM
900
Griffin Asset Management
New York
$217K -$9.82K -50 -4%
34 35
36
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